RIA Intel›Advisers›Florida›LIFE PLANNING PARTNERS, INC.

LIFE PLANNING PARTNERS, INC.

Advisory

N·JACKSONVILLE, FL

Data as of Jan 29, 2026 · Source: SEC Form ADV

Total AUM

$354M

1-Year AUM Growth

+18.0%

3-Year CAGR

+5.5%

Employees

5

Assets Under Management

Total AUM$354M

Discretionary AUM$353M

Non-Discretionary AUM$920K

Discretionary %99.7%

Total Clients111

Team

Total Employees5

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingMar 28, 2016

Latest FilingJan 29, 2026

🔒 Full AUM trend chart and 25 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LIFE PLANNING PARTNERS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.